Who owns CAPITAL GROUP CORE PLUS INCO?

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Analyze quarterly positions in Capital Group Core Plus Inco with up to 7 years of data, all consolidated into one spreadsheet

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Top investors of Capital Group Core Plus Inco stock

Who bought or sold CAPITAL GROUP CORE PLUS INCO this quarter?

Fund or Company Name Shares Held Valued At Change in Shares As Of Actions
Capital Research and Management Company - Division 3 14M $301M 23% Dec 2024
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Morgan Stanley 11M $241M 43% Dec 2024
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Wells Fargo & Company 10M $231M 25% Dec 2024
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LPL Financial 8.5M $189M 55% Dec 2024
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Envestnet Asset Management 4.5M $100M 16% Dec 2024
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Johnson Bixby & Associates 4.4M $98M 8% Dec 2024
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Cetera Investment Advisers 4.3M $95M 1% Dec 2024
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Raymond James Financial 4.2M $94M 100% Dec 2024
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Northwestern Mutual Wealth Management Company 4.2M $92M 21% Dec 2024
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UBS Group 4.0M $90M 16% Dec 2024
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WNY Asset Management 3.8M $88M 40% Sep 2024
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Commonwealth Equity Services 2.9M $65M 12% Dec 2024
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Souders Financial Advisors 2.5M $55M 8% Dec 2024
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Raymond James & Associates 2.5M $57M 64% Sep 2024
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Royal Bank of Canada 2.4M $54M 24% Dec 2024
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Janney Montgomery Scott 2.4M $54M 23% Dec 2024
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Mml Investors Services 2.2M $50M 10% Dec 2024
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Harbour Investments 2.0M $43M 13% Dec 2024
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Cambridge Investment Research Advisors 1.8M $41M 23% Dec 2024
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Stifel Financial 1.7M $38M 11% Dec 2024
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Baird Financial 1.6M $35M 4% Dec 2024
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Raymond James Financial Services Advisors 1.3M $29M 0% Sep 2024
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McGlone Suttner Wealth Management 1.2M $27M 41% Dec 2024
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Adamsbrown Wealth Consultants 1.2M $26M 10% Dec 2024
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Advisor Group Holdings 1.2M $27M -36% Dec 2024
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Captrust Financial Advisors 1.2M $26M 39% Dec 2024
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IAM Advisory 1.1M $25M 4% Dec 2024
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Bernardo Wealth Planning 1.1M $25M 8% Dec 2024
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Stonebridge Financial Group 1.1M $23M 100% Dec 2024
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Confluence Wealth Services 1.0M $23M 19% Dec 2024
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Jones Financial Companies, L.L 994k $22M 61% Dec 2024
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D. J. St. Germain 964k $21M 11% Dec 2024
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Investment Planning Advisors 886k $20M 56% Dec 2024
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Stadion Money Management 865k $19M 0% Dec 2024
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FinDec Wealth Services 864k $20M 6% Sep 2024
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Midwest Heritage Bank 813k $18M 8% Dec 2024
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Main Line Retirement Advisors 796k $18M -8% Dec 2024
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Condor Capital Management 700k $16M 3% Dec 2024
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Independent Advisor Alliance 672k $15M 100% Dec 2024
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Diversify Wealth Management 658k $15M 50% Dec 2024
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FinTrust Capital Advisors 635k $15M 5% Sep 2024
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Ruggaard & Associates 628k $15M 1% Sep 2024
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Citadel Advisors 624k $14M 207% Dec 2024
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Kestra Investment Management 620k $14M 35% Dec 2024
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D.A. Davidson & Co. 597k $13M 12% Dec 2024
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AA Financial Advisors 593k $13M 5% Dec 2024
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Sanctuary Advisors 554k $12M 3% Dec 2024
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Clearview Wealth Advisors 544k $12M 6% Dec 2024
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Mutual Advisors 495k $11M -1% Dec 2024
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New England Capital Financial Advisors 494k $11M 29% Sep 2024
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Wealth Enhancement Advisory Services 460k $11M -5% Dec 2024
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Wiley Bros.-aintree Capital 404k $9.0M 61% Dec 2024
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Bridgewealth Advisory Group 393k $8.8M 20% Dec 2024
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Wagner Bowman Management 388k $8.6M 22% Dec 2024
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Private Advisor 348k $7.7M 11% Dec 2024
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Concurrent Investment Advisors 342k $7.6M 4% Dec 2024
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Wealthcare Advisory Partners 337k $7.5M 55% Dec 2024
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EverSource Wealth Advisors 322k $7.2M 142% Dec 2024
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NavPoint Financial 309k $6.9M 13% Dec 2024
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Compass Financial 305k $6.8M -3% Dec 2024
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Jane Street 278k $6.2M -57% Dec 2024
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Benjamin Edwards 273k $6.1M 20% Dec 2024
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Kestra Advisory Services 262k $5.8M -70% Dec 2024
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Kera Capital Partners 260k $5.8M 100% Dec 2024
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Fortress Wealth Management 255k $5.7M -47% Dec 2024
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Landmark Wealth Management 245k $5.4M 4% Dec 2024
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SOL Capital Management 236k $5.2M 21% Dec 2024
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Ashton Thomas Private Wealth 223k $5.0M 10% Dec 2024
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Mariner Wealth Advisors 221k $4.9M 11% Dec 2024
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Lodestone Wealth Management 218k $4.8M 2% Dec 2024
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H D Vest Advisory Services 217k $4.8M 15% Dec 2024
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Atria Wealth Solutions 212k $4.7M 32% Dec 2024
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Kestra Private Wealth Services 207k $4.6M 59% Dec 2024
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Core Wealth Partners 202k $4.7M 100% Sep 2024
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Swisher Financial Concepts 192k $4.4M 1464% Sep 2024
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Geneos Wealth Management 190k $4.2M 307% Dec 2024
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Kingsview Wealth Management 181k $4.0M 8% Dec 2024
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Studio Investment Management 179k $4.0M 14% Dec 2024
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Sovran Advisors 157k $3.4M 100% Dec 2024
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Equitable Holdings 156k $3.5M 55% Dec 2024
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ValMark Advisers 155k $3.4M 75% Dec 2024
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Inspire Advisors 146k $3.2M 3% Dec 2024
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Flow Traders US 140k $3.1M -10% Dec 2024
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Affiance Financial 131k $2.9M 6% Dec 2024
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Level Four Advisory Services 130k $2.9M 18% Dec 2024
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Belpointe Asset Management 128k $2.9M 0% Dec 2024
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Prospera Financial Services 124k $2.8M 45% Dec 2024
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Smartleaf Asset Management 124k $2.7M 24% Dec 2024
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Forge Financial Services 123k $2.7M 100% Dec 2024
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Advisory Services Network 121k $2.7M -44% Dec 2024
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Continuum Advisory 119k $2.7M 51% Sep 2024
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Capital Group Private Client Services 117k $2.7M 100% Sep 2024
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Branch Banking & Trust Company 116k $2.6M -24% Dec 2024
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Old Mission Capital 113k $2.5M 100% Dec 2024
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Nations Financial Group 112k $2.5M 57% Dec 2024
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Global Retirement Partners 110k $2.4M 27% Dec 2024
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Cornerstone Wealth Management 108k $2.4M -1% Dec 2024
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Brian McDonald 103k $2.3M 35% Dec 2024
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Davenport & Co 102k $2.3M 13% Dec 2024
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Susquehanna International 98k $2.2M 100% Dec 2024
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Hanson McClain Advisors 97k $2.2M 118% Dec 2024
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BlackDiamond Wealth Management 89k $2.0M -2% Dec 2024
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Merit Financial Group 89k $2.0M 17% Dec 2024
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Oppenheimer & Co 89k $2.0M 6% Dec 2024
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Moloney Securities Asset Management 88k $1.9M 9% Dec 2024
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Great Valley Advisor Group 87k $2.0M 100% Sep 2024
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Wise Wealth Partners 86k $1.9M 100% Dec 2024
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Hunter Associates 86k $1.9M 4% Dec 2024
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Goss Wealth Management 85k $1.9M 1637% Dec 2024
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Western Wealth Management 85k $2.0M 46% Sep 2024
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LongView Wealth Management 85k $1.9M 18% Dec 2024
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Dynamic Advisors Solutions 84k $1.9M 1% Dec 2024
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Proequities 78k $1.7B 5% Dec 2024
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Silverlake Wealth Management 77k $1.7M 13% Dec 2024
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Kmg Fiduciary Partners 74k $1.6M 11% Dec 2024
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AdvisorNet Financial 73k $1.6M 24% Dec 2024
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Greatmark Investment Partners 72k $1.6M 11% Dec 2024
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Ausdal Financial Partners 64k $1.4M 17% Dec 2024
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Magnus Financial Group 64k $1.4M 9% Dec 2024
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Endeavor Private Wealth 61k $1.4M 100% Dec 2024
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Bay Colony Advisory Group, Inc d/b/a Bay Colony Advisors 60k $1.3M -3% Dec 2024
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Strategic Family Wealth Counselors 57k $1.3M -46% Dec 2024
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Cyndeo Wealth Partners 56k $1.2M 5% Dec 2024
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Financial Management Network 55k $1.2M 5% Dec 2024
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Ameritas Advisory Services 54k $1.2M -2% Dec 2024
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Cullen Frost Bankers 53k $1.2M 21% Dec 2024
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Advisory Alpha 53k $1.2M -22% Dec 2024
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Premier Path Wealth Partners 50k $1.1M 0% Dec 2024
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Meridian Wealth Management 49k $1.1M 44% Dec 2024
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Rothschild Investment 49k $1.1M 76% Sep 2024
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TrueWealth Advisors 47k $1.0M 15% Dec 2024
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Acima Private Wealth 47k $1.0M -59% Dec 2024
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Tyler-Stone Wealth Management 46k $1.1M 100% Sep 2024
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Jpmorgan Chase & Co 45k $1.0M 2% Dec 2024
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Pensionmark Financial Group 43k $957k 88% Dec 2024
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Atria Investments 43k $949k 4% Dec 2024
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Intergy Private Wealth 41k $903k 8% Dec 2024
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CVFG 40k $887k 100% Dec 2024
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Envestnet Portfolio Solutions 40k $883k 24% Dec 2024
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IFG Advisory 38k $840k 30% Dec 2024
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Principal Securities 38k $835k 34% Dec 2024
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Gerber Kawasaki Wealth & Investment Management 36k $809k 0% Dec 2024
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Madison Wealth Partners 35k $777k 23% Dec 2024
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PFG Advisors 35k $766k 28% Dec 2024
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5T Wealth 34k $755k 100% Dec 2024
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Tempus Wealth Planning 34k $748k 15% Dec 2024
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Capital Planning 32k $719k -68% Dec 2024
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Financeware 30k $656k 7% Dec 2024
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Carolinas Wealth Consulting 29k $678k 12% Sep 2024
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Eq Wealth Advisors 29k $642k 100% Dec 2024
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RFG Advisory 26k $583k -17% Dec 2024
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Good Life Advisors 26k $566k -47% Dec 2024
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Tradition Wealth Management 25k $582k -17% Sep 2024
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Bleakley Financial Group 22k $494k -25% Dec 2024
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Who sold out of Capital Group Core Plus Inco?

Fund or Company Name Date Sold Shares Held Valued At
Per Stirling Capital Management Sep 2024 736k $17M
Cherry Creek Investment Advisors Sep 2024 141k $3.3M
Centric Wealth Management Sep 2024 109k $2.4M
Carnegie Capital Asset Management Sep 2024 38k $873k
Prosperity Financial Group Sep 2024 37k $845k
Owen LaRue Sep 2024 30k $694k